The read-only stage management power-up provides all team members the ability to view a list of the account stages and the number of leads within each stage. This is helpful for quickly navigating to leads in a specific stage and managing stages.
Enabling Read-Only Stage Management
This feature is currently in beta. Please reach out to the Follow Up Boss Support Team at firstname.lastname@example.org to enable this feature.
Accessing the Stage Report
Team members can access this reporting by going to Admin > Stages. On this page, the number of people can be clicked to view the list of leads on the people tab.